ab 2 July 2026 Global Research Brazilian Utilities June 2026 - Looking back and what's next June 2026 - Capacity de-risked, flexibility repriced June changed the conversation in Brazilian utilities. The sector is no longer debating whether Brazil needs capacity, flexibility and grid investment. It does. The investable question is now who gets paid, who funds the bill, and which balance sheets can move before regulation catches up. The LRCAP overhang largely cleared in favor of continuity. The TCU preserved ...